Betterment LLC
HDV

Betterment LLC’s iShares Core High Dividend ETF HDV Stock Holding History

Betterment LLC’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
13,987
+152
+1% +$4.13K ﹤0.01% 537
2026
Q1 		$375K Buy
13,835
+1,360
+11% +$36.2K ﹤0.01% 493
2025
Q4 		$303K Buy
+12,475
New +$303K ﹤0.01% 493
2025
Q2 		– Sell
-12,430
Closed -$301K – 500
2025
Q1 		$301K Sell
12,430
-175
-1% -$4.09K ﹤0.01% 403
2024
Q4 		$283K Buy
+12,605
New +$296K ﹤0.01% 397

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's HDV Position: Q2 2026 in Review

Betterment LLC increased its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, buying an estimated $4.13K and bringing the position to 13,987 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Betterment LLC first reported a position in HDV in Q4 2024 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Betterment LLC held 13,987 shares of iShares Core High Dividend ETF worth $383K as of Q2 2026.
  • Betterment LLC bought 152 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4.13K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #537 holding.
  • Betterment LLC first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 5 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.